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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,163 | $125,190-81.5% | $105,624-78.1% | $145,897-84.1% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 6.45% | 225.22%-218.8pp | 116.20%-109.8pp | 552.29%-545.8pp |
| Employer contribution / active EE | $1,018 | $3,720-72.6% | $3,168-67.9% | $4,663-78.2% |
| Participant deferral / active EE | $1,677 | $5,716-70.7% | $5,013-66.5% | $6,689-74.9% |
| Admin fee / account holder | $50,230 | $17,138+193.1% | $10,961+358.2% | $13,390+275.1% |